HM Payson & Co.

Investment Strategy

HM Payson & Co. focuses on active and disciplined management of diversified portfolios, primarily using individual equities, fixed income securities, mutual funds, and ETFs tailored to clients’ unique objectives. For larger accounts, they emphasize direct investment in individual securities, including U.S. and select foreign equities (via ADRs), and fixed income. For smaller accounts, they construct and actively manage portfolios utilizing mutual and exchange-traded funds, with allocations based on risk and investment outlooks. The firm employs a research-driven, team-based approach that removes personal biases and aims to preserve and grow wealth over the long term. Additionally, their private markets strategy seeks global private equity exposure through passive investments in commingled funds for long-term capital growth, aiming for broad diversification and prudent risk control. Overall, HM Payson's philosophy is rooted in rational, independent decision-making and multi-generational stewardship.